Assistant Portfolio Manager

We are a privately held, 50 year-old investment, development, and property management firm located in well-appointed and easily accessible offices in Walnut Creek. Our company is team-oriented and high energy. We operate a diversified portfolio of office buildings, multi-family apartments, retail shopping centers, industrial complexes, self-storage properties, hotels, and land developments in multiple states. We provide a professional work environment with an upbeat and positive team of people focused on providing superior investment opportunities for private real estate investors. We are currently looking for an experienced Assistant Portfolio Manager to support our Portfolio Managers for Industrial Properties.

SUMMARY

We are currently looking for an experienced Assistant Portfolio Manager to support our Portfolio Managers for our Industrial Properties ensuring operational efficiency, financial performance, and tenant satisfaction. The ideal candidate will understand the importance of strong customer service, be highly organized and have high attention to detail. We provide a professional work environment with an upbeat and positive team of people focused on providing superior investment opportunities for private real estate investors.

JOB RESPONSIBILITIES

• Assist with posting of daily rent checks accurately and coding invoices in accordance with individual property budgets.
• Work with Tenants who have credit or debit balances, to bring their accounts current, via phone calls, tenant ledger audits, statements and emails.
• Field and manage Tenant and Vendor phone calls.
• Assist with project management documentation and obtaining multiple bids for jobs.
• Collect, record, and maintain gross sales reports.
• Perform direct billings and track collection.
• Assist in the preparation of detailed annual budgets and monthly financial statements.
• Assist with preparation and administration CAM reconciliations, billings, and rent adjustments.
• Familiarize yourself with leases, addendums, OED’s and management agreements.
• Maintain electronic filing system for leases, tenant correspondence and vendor contracts.
• Prepare detailed cover letters summarizing the content of new lease agreements, addendums and assignments.
• Perform and document property inspections.
• Manage the Certificates of Insurance from tenants and vendors, ensuring all are updated, current, and logged.
• Scanning and Filing
• Be available to assist and provide backup to other portfolio managers in the Property Management Division, as well as project managers in the Development Division, as needed.

POSITION REQUIREMENTS (“MUST HAVES”):

• Attention to detail and a high degree of accuracy.
• Intermediate to Advanced Excel and Word skills.
• Strong organizational skills and effective interpersonal relationship skills.
• Speed, efficiency, the ability to multi-task multiple projects, and working under deadlines.

POSITION REQUIREMENTS “NICE-TO-HAVES”:

• Familiarity with real estate management/accounting software, such as MRI or Yardi.
• Commercial Property Management Experience.
• CPM designation, ICSC coursework, College degree, or Real Estate License will all be viewed favorably.

This job description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with the position; and will be reviewed by Management periodically as duties and responsibilities change with business necessity. Management reserves the right to modify duties as deemed necessary.

We offer a competitive compensation package with benefits, 401(k), bonuses, health care, etc., to be tailored to the skills, experience, and contribution of the candidate. For immediate consideration, please reply to this ad with your cover letter and resume. Principals only, no phone calls please.

It is the policy of job poster to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status about public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, the Company will provide reasonable accommodation for qualified individuals with disabilities.